Wealth Insights

12 Jun ATO updates valuation guidelines for pension reporting

Posted at 10:00h in Superannuation & SMSF by admin 0 Comments

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The ATO has updated its valuation guidelines in order to clarify when a reasonable estimate can be used for valuing pension assets when reporting to the ATO.

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12 Jun 5 Reasons to Invest in Adelaide

Posted at 09:43h in Investment, Property by admin 0 Comments

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Adelaide can quite often be the unsung hero for property investment. It doesn't generally make headlines on major booms, and it doesn't often see record breaking market leaps in short time frames that we've seen in markets such as Sydney and Melbourne in recent years.It does however...

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11 Jun When was the last time you reviewed your health cover?

Posted at 10:00h in Insurance by admin 0 Comments

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Odds are it’s been a while since you looked over your health insurance cover. It’s understandable - there are over 40,000 products in the market and premiums regularly go up. It can seem confusing and expensive, but there are still plenty of reasons to review...

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10 Jun What kind of money parent are you?

Posted at 09:37h in Financial Planning, Lifestyle by admin 0 Comments

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Many parents approach the topic of money differently, but could your way of doing things influence your kids’ success? The majority of Aussie mums and dads recognise that they’re accountable when it comes to shaping their children’s perspective around money matters.  A recent report published by the...

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09 Jun Don’t want to work full time?

Posted at 12:33h in Financial Planning, Lifestyle by admin 0 Comments

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What are the pros and cons of going part time? If you’re a full time worker you may be considering joining the multitude of Aussie part-timers, and having more time to do what really matters to you. Maybe you’re a parent who wants to spend more time...

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09 Jun ATO figures show jump in starting balances for SMSFs

Posted at 10:00h in Superannuation & SMSF by admin 0 Comments

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The ATO’s statistical overview of SMSFs for the 2016–17 financial year indicates that funds that were established that year had assets of just over $500,000 on average, a substantial increase from the previous year.

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08 Jun How many good summers do you want?

Posted at 12:04h in Financial Planning, Lifestyle by admin 0 Comments

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Martin Hawes, financial adviser and outdoor adventurer, wrote the inspirational book Twenty Good Summers many years ago. It’s still in print, and I believe his message grips the imagination of everyone. His message is simple:  • Work less• Live more• Make more money The book explains how you can prioritize...

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07 Jun Count your pennies! Australia’s favourite super fund revealed

Posted at 09:26h in Superannuation & SMSF by admin 0 Comments

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When it comes to choosing a superannuation fund, many people can feel overwhelmed. However, after the Banking Royal Commission shone a light on Australia’s super system as a whole recently, a new survey has now named the country’s most popular fund with customers. Financial comparison site...

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06 Jun Your personal financial register

Posted at 10:00h in Education, Financial Planning by admin 0 Comments

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Have you written a personal financial register, listing your super and non-super investments, your other assets, your income and any debts?

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06 Jun Thinking of buying commercial property for rental? Here’s what to consider

Posted at 09:59h in Investment, Loans and Finance, Property by admin 0 Comments

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When it comes to property investment, people tend to think of residential. But commercial property can offer some big advantages as well, either as a space for your own business or as an income provider. We examine the pros and cons of going commercial. From warehouses...

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